401(k) · DOL Form 5500 · 2024

Unity Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
228
Participants Below avg headcount
72nd
Percentile by assets National rank
$94,549
Avg per participant Below avg balance/head
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Official DOL plan name: Unity Bank Employees Saving and Profit Sharing Plan and Trust · Sponsored by Unity Bank · New Jersey · Finance & Insurance

$22M in assets, 228 participants

Unity Bank's Unity Bank Employees Saving and Profit Sharing Plan and Trust reported $22M in total assets and 228 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,881 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

Unity Bank Employees Saving and Profit Sharing Plan and Trust covers 228 participants in New Jersey, about 27% of the average New Jersey filer (state average ~844 per filing). Assets: $22M.

#4,881
in Finance & Insurance (8,549 peers)
+7.0%
assets growth YoY

Unity Bank Employees Saving and Profit Sharing Plan and Trust's outsized position by total assets

Unity Bank Employees Saving and Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,557,167 Top 28% higher than 72% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Unity Bank Employees Saving and Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unity Bank Employees Saving and Profit Sharing Plan and Trust sits mid-pack in the medium band (228 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unity Bank Employees Saving and Profit Sharing Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Unity Bank Employees Saving and Profit Sharing Plan and Trust reported participants rose from 209 in the plan year 2023 filing to 228 in the plan year 2024 filing.
  • Unity Bank Employees Saving and Profit Sharing Plan and Trust end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 223110915 · Unity Bank PY 2024 · 401(k)

Unity Bank Employees Saving and Profit Sharing Plan and Trust · $22M · 228 · 72nd

  • TYPE $22M
  • NET 228
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Charleston Gastro Specialists, P.a. Profit Sharing 401(k) Plan
  • SCH ind #4881

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New Jersey →

Unity Bank Employees Saving and Profit Sharing Plan and Trust in the asset neighbourhood

Unity Bank Employees Saving and Profit Sharing Plan and TrustUnity Bank Employees Saving …$22MCharleston Gastro Specialists, P.a. Profit Sharing 401(k) PlanCharleston Gastro Specialist…$22MConstantia Blythewood LLC 401(k) PlanConstantia Blythewood LLC 40…$22MFirst Security Bank 401(k) Profit Sharing PlanFirst Security Bank 401(k) P…$22MCommonwealth Commercial Partners, LLC 401(k) Profit Sharing PlanCommonwealth Commercial Part…$22M
End-of-year total assets ($M) among Unity Bank Employees Saving and Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN223110915
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unity Bank)

Sponsor-wide plan assets over time

All Unity Bank plans reported in each filing year

Latest sponsor-wide plan assets
$22M 25.349120792366374% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.2M $21.6M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 199 $17M
2023 1 209 $20M
2024 1 228 $22M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Unity Bank Employees Saving and Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Unity Bank Employees Saving and Profit Sharing Plan and Trust, Total assets ($B): 0.021557167 · Participants: 228Unity Bank Employees Saving and Profit Sharing Plan and TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Unity Bank Employees Saving and Profit Sharing Plan and Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Unity Bank Employees Saving and Profit Sharing Plan and Trust side-by-side with 3 peers →

Unity Bank Employees Saving and Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Charleston Gastro Specialists, P.a. Profit Sharing 401(k) Plan in SC ($22M); by covered participants it is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Unity Bank Employees Saving and Profit Sharing Plan and Trust assets move in 2024? ▼
Unity Bank Employees Saving and Profit Sharing Plan and Trust grew at a solid clip - up 7.0% during 2024, from $20M to $22M. Reported net income was $1M.
How have Unity Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unity Bank's sponsor-wide assets grew 25.3%, from $17M to $22M.
Which 401(k) plans are similar in size to Unity Bank Employees Saving and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Charleston Gastro Specialists, P.a. Profit Sharing 401(k) Plan in SC ($22M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Unity Bank Employees Saving and Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Incorporated Employees Profit Sharing Plan in GA (228 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223110915.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.